Shadowfax Technologies will host officials for individual and group meetings with investors and analysts on August 12, 2026, as part of the Aventus Spark - INDX conference in Hong Kong. The engagement, scheduled from 9:00 AM to 5:00 PM (HK Time), provides a platform for the company to discuss its business outlook and operational updates with the investment community. This physical meeting aims to enhance transparency and facilitate direct dialogue between management and stakeholders.

The announcement was made pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. Shadowfax Technologies Limited filed the intimation with the National Stock Exchange of India Ltd and BSE Limited on August 7, 2026. The disclosure ensures compliance with regulatory requirements for timely communication of significant events involving investor interactions.

Meeting Details

The specific details of the analyst meet are outlined below:

Krishnakanth Venkata Gangavarapu, Company Secretary & Compliance Officer, signed the disclosure. He holds ICSI Membership No. A17291. The company noted that the schedule is subject to change due to exigencies on the part of investors, analysts, or the company itself.

Compliance and Information Policy

Shadowfax Technologies emphasized that no unpublished price-sensitive information (UPSI) will be shared or discussed during these meetings. This restriction aligns with standard market conduct norms to prevent insider trading and ensure a level playing field for all investors. The company reiterated its commitment to fair disclosure practices throughout the engagement.

The information regarding the analyst meet is also available on the company’s website at https://www.shadowfax.in/investor-relations/stock-exchange-announcement . Investors are advised to refer to this portal for further updates and historical announcements related to corporate actions and financial disclosures.

What the Numbers Show

While no financial metrics were disclosed in this filing, the decision to participate in a dedicated international conference like Aventus Spark - INDX signals the company’s focus on expanding its investor base beyond domestic markets. Engaging with global analysts in Hong Kong often indicates a strategic push to attract foreign institutional interest and improve visibility among international stakeholders.

Shadowfax Technologies delivered a record first quarter of fiscal year 2027 (Q1FY27), reporting revenue of ₹1,358 crore, a 65% year-on-year increase. The logistics provider also revised its full-year FY27 revenue growth guidance upward from 27-30% to 38-40%, driven by accelerating market share in express parcel services and rapid expansion in quick commerce. Profit after tax (PAT) reached a record ₹65 crore, marking the third consecutive quarter of profitability, while adjusted EBITDA expanded to ₹67 crore with margins improving to 4.9% from 4.7% in the previous quarter.

The disclosure was made pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The earnings conference call was held on July 31, 2026, with the transcript released on August 5, 2026. Managing Director and Chief Executive Officer Abhishek Bansal and Chief Financial Officer Praveen Kumar KJ led the discussion, highlighting operational resilience amidst diesel price hikes and labor supply constraints.

Financial Performance and Operational Metrics

Shadowfax’s revenue growth marks the fifth consecutive quarter of over 65% expansion. Order volumes surged 83% year-on-year to nearly 25 crore shipments, an annualized run rate of approximately 100 crore orders. The company noted that it delivered as many shipments in this single quarter as it did in the entirety of FY23.

Management attributed the margin expansion to operational efficiencies rather than pricing power. Lost shipment debit costs decreased to 5.5% of revenue from 6.1% in Q4FY26 and 7.9% a year ago. Transportation costs remained flat sequentially at 18.8% of revenue despite the opening of 716 new pin codes, while delivery partner expenses rose by only 10 basis points quarter-on-quarter.

Strategic Growth Drivers

The Express Parcel segment benefited from industry consolidation, with Shadowfax gaining market share from smaller players unable to sustain service levels. The company expanded its geographical coverage to 16,372 pin codes, adding 716 new pin codes in the quarter alone. The Prime same-day delivery business for D2C brands grew 2.7 times year-on-year, now serving over 400 D2C customers. Additionally, the newly launched self-serve platform, Shadowfax 360, onboarded more than 1,200 transacting sellers within 90 days of launch.

In the quick commerce segment, hyper-local deliveries grew 53% year-on-year and 17% sequentially. Shadowfax is expanding its dark store network, with 47 stores live as of June 30, 2026, against a full-year target of 100. The company also accelerated its Prime Large (heavy parcel) expansion, reaching 10,000 pin codes—its initial full-year target—in just one quarter, raising the FY27 target to 12,000 pin codes. Revenue from Prime Large grew nearly 170% year-on-year to approximately ₹75 crore ARR.

What the Numbers Show

The divergence between top-line growth and cost management highlights Shadowfax’s operational leverage. While input costs such as diesel and minimum wages increased, the company absorbed these shocks through technology-driven efficiencies, including AI-powered rider support and reverse logistics checks, which reduced quality control losses. This ability to maintain margin expansion during a period of high inflationary pressure suggests that the revised 38-40% growth guidance is supported by structural improvements in unit economics rather than temporary demand spikes.

Krishnakanth Venkata Gangavarapu, Company Secretary & Compliance Officer, signed the disclosure. The company continues to invest heavily in network automation, with 77% of capital expenditure directed toward sortation centers and infrastructure enhancements.